See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,097 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $17,615 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,415 | $65,061-65.5% | $143,757-84.4% | $66,914-66.5% |
| Participation rate | 80.8% | 65.2%+15.6pp | 80.3%+0.5pp | 69.8%+11.0pp |
| Annual return | -19.19% | -11.14%-8.1pp | -0.04%-19.1pp | 1.58%-20.8pp |
| Employer contribution / active EE | $2,676 | $2,361+13.4% | $4,951-45.9% | $2,544+5.2% |
| Participant deferral / active EE | $2,108 | $2,919-27.8% | $5,637-62.6% | $4,237-50.3% |
| Admin fee / account holder | $115 | $502-77.1% | $14,673-99.2% | $593-80.7% |